Choose Your Financial Planning Journey
Transparent pricing for professional financial planning services with no hidden fees or long-term commitments
Individual results may vary based on personal circumstances, market conditions, and implementation of guidance received.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
£150
per month
- One 45-minute consultation monthly
- Basic financial goal setting
- Email support between sessions
- Personal action plan development
Comprehensive Planning
Our most popular option for serious financial planning
£250
per month
- One 60-minute consultation monthly
- Detailed financial strategy development
- Priority email and phone support
- Quarterly progress reviews
- Access to planning resources library
Premium Planning
For complex financial situations requiring intensive support
£400
per month
- Two consultations monthly (90 minutes total)
- Advanced strategy development
- 24/7 email support response
- Monthly written progress reports
- Estate and tax planning guidance
- Emergency consultation availability
Pricing Information
- All prices include VAT at the current rate of 20%
- No additional fees or commissions - transparent monthly pricing only
- Billing occurs monthly on your subscription start date with automatic renewal
Representative APR: N/A - no credit offered, subscription service only
Authorised and regulated by the Financial Conduct Authority (FCA) FRN 301839
Frequently Asked Questions
Can I change plans or cancel anytime?
Yes, you can upgrade, downgrade, or cancel your subscription with 30 days notice. Changes take effect at your next billing cycle.
What happens if I miss a consultation?
We offer flexible rescheduling within the same billing month. Unused consultations cannot be carried over to the following month.
Do you offer refunds for unused services?
We do not provide refunds for unused consultation time within a billing period, but we work with you to reschedule when possible.
Is there a minimum commitment period?
No minimum commitment required. You can cancel your subscription at any time with 30 days written notice.
Ready to Transform Your Financial Future?
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